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Showing Funds Performance since Sep 07, 2020
Fund Overview
Min. investment
SIP ₹500 & Lump. ₹500
AUM (Fund size)
₹5 Cr
Lock In Period
3 Years
Expense Ratio
2.7
Benchmark
BSE 200 Total Return
Exit Load
Nil
Summary
Latest details for Sahara Tax Gain Growth include a ₹53.9014 NAV as of Apr 03,2020 and returns since inception of -22.88%. Minimum investments start at SIP ₹500. The Sahara Tax Gain Growth AUM is ₹5 Cr, with a lock-in of 3 Years years, expense ratio of 2.7%, and benchmark BSE 200 Total Return. Exit load is - Nil. In the growth review for 1M Month/Year, the fund recorded -31.13% returns, against a category average of 0.12% and a category best of 5.11%.
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | -31.13 | 0.12 | 5.11 |
| 6M | -26.02 | 2.60 | 20.20 |
| 1Y | -28.63 | 6.82 | 36.07 |
| 3Y | -8.30 | 15.84 | 97.35 |
Portfolio Analysis
- Equity: 97.83%
- Debt: 2.14%
- Others
As on: 2019-12-31
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About Fund
Sahara Tax Gain Growth managed by Sahara Mutual Fund,is a Tax Saving (ELSS) Fundsscheme with Assets Under Management of ₹5 Crore. The fund benchmarks its performance against the BSE 200 Total Return while maintaining an expense ratio of 2.7. Under the expert guidance of Khozem Jabalpurwala ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| This FundSahara Tax Gain Growth | 0 | 4.94 CR | 2.7 |
| This FundSBI ELSS Tax Saver Fund Growth | 5 | 31861.52 CR | 1.57 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundSahara Tax Gain Growth | -29.4557 | -22.4272 |
| This FundSBI ELSS Tax Saver Fund Growth | 15.4316 | 91.5335 |
FAQs
Sahara Tax Gain Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.
The expense ratio of Sahara Tax Gain Growth is 2.7. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.
Sahara Tax Gain Growth’s fund performance is as follows:
- 1 Month : -31.13%
- 6 Months : -26.02%
- 1 Year : -28.63%
- 3 Years : -8.30%
You can invest in Sahara Tax Gain Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.
The fund size (AUM) of Sahara Tax Gain Growth is ₹5 crore. It changes based on market performance, inflows, and outflows.
You can track your investment in Sahara Tax Gain Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
Min Inv Amount: ₹500